Whether you're outsourcing your shareholder services for the first time or are switching to a different transfer agent, the step every company fears the most is the data conversion process. Moving all that sensitive data is bound to cause problems, right?
It doesn’t have to be that way. "At EQ, we believe there's more to a successful conversion than preventing problems," says Medellin. "In fact, there are plenty of positive things that come out of the process." Here are five unexpected ways that the onboarding process can actually be good for your business, right from the start.
Accuracy and prevention of data loss are undoubtedly the two biggest concerns most companies have going into the onboarding process.